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Mark your Calendar
Meeting Planner Information | Click Here
Many events are recorded and are available for sale in my shopping cart!
2014 Events
| February 26, 2026 |
Cash is King | Jobs, Time & Mileage
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Can't attend? IPBC webinar - recorded webinar will be available for purchase on this website, under the QuickBooks webinars tab after the event!
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March 5, 2026
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Keeping Records for Investments
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George Mackie Library in North Delta
Wednesday, Mar 5
7:00 pm - 8:30 pm
Be responsible, take charge, make informed decisions, protect your net worth and pay less tax.
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| March 12, 2026 |
Ten habits that MInimize Audit Risk
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IPBC Vancouver Chapter meeting register at www.ipbc.ca |
| March 26, 2026 |
Electronic Filers Untie
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Grab your badge, the gun's in the mail.Can't attend? IPBC webinar - recorded webinar will be available for purchase on this website under the Record Keeping tab after the event |
| March 29, 2026 |
Tax is a Family Affair
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Canadian MoneySaver Webinar
8 am Pacific TIme, 11 am Toronto time..
Did you know that there are about 3.2 Million Canadians with a disability or infirmity?? Statistics Canada reports on this every few years. Those people have families. Those families often provide support, basic essentials, food, clothing, shelter.
View the recording on the Canadian MoneySaver YouTube Channel
Part 1
Part 2
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| May 17, 2025 |
How to monitor your net worth, and how to minimize the risk of audit.
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Click here to register: Canadian MoneySaver Event
View the recording on the Canadian MoneySaver YouTube Channel
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| May 20, 2025 |
Using Quicken software to aid in investment decision making
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Online live meeting with the Toronto Investment Club - a Canadian MoneySaver Share Club (not recorded)
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| September 27, 2025 |
Never enough Time, Too much Paper, Follow the Money
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IPBC Kelowna Conference, BC Okanagan Grand Hotel
Register now at www.ipbc.ca
Saturday afternoon (2 part session)
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| November 19, 2025 |
Source Document Handling
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CPA, CGA, Fraser Valley Computer User Group sponsors professional development topics like this one every month. They meet at Clayton Hall in Surrey, BC at 7:30 pm Nominal fee, or annual membership. |
http://laws-lois.justice.gc.ca/eng/regulations/C.R.C.,_c._945/page-22.html#h-48 http://laws-lois.justice.gc.ca/eng/regulations/C.R.C.,_c._945/page-22.html#h-48
2013 Events
| January 2, 9, 16, 23, 2013 |
Master Quicken® Software: In Depth |
www.IPBC.ca
Four hours total: Online workshops on four consequtive Wednesdays, @ 1pm PST
These events are recorded for sale
Visit my Online Store>Master Quicken
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| January 19, 2026 |
Officlal Judge: Tax Business Case |
JDC West Sauder School of Business at UBC |
| January 28, 2026 |
Internal Controls and Procedures Documentation using MIcrosoft OneNote
iPAD and iPhone APPs for OneNote
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CGA Financial Controllers Group-Vancouver
If this topic interests you, you'll find recorded webinars in the Online Store | Procedure Manuals and Master QuickBooks - Working papers series March 2012
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| February 6,13,20,27, and March 5, 2013 |
Keeping records: Non-corporate clients (self,professional, partnership) |
www.IPBC.ca
Five part series: Online, live workshops on consequtive Wednesdays @ 1pm PST and Tuesday, March 5, 2026 an extra hour just on vehicles for self-employed
Recorded | Visit the Online Store > Keeping Records to purchase these webinars.
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| March 14, 2026 |
Too Much Paper/Never Enough TIme
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Delta Town & Country Hotel www.protechtivity.ca
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| April 20, 2025 |
How to walk in someone else's shoes |
Canadian MoneySaver Conference
UBC, Vancouver, BC
www.canadianmoneysaver.ca
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| May 15 & 22, 2013 |
Microsoft OneNote |
Two part series, webinars on Wednesdays, 1 pm Pacific TIme IPBC www.ipbc.ca
Recorded for Sale | Visit the Online Store
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| May 15, 2025 |
Safeguards: QuickBooks Online Essentials or Plus | Accountant Edition |
CGA Fraser Valley Computer User Group
Clayton Hall 18513 70th Ave Surrey BC contact Fred @ 604-534-2810
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| May 16, 2013 |
Ultimate Virtual Storage Unit: MicroSoft OneNote vs EverNote |
Vancouver CGA Computer User Group @ Hycroft House Vancouver
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| November/December 2013 |
Internal Controls for Bookkeepers, a four part series |
This series was recorded and is available for sale!
Purchase the series here
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| December 18, 2025 |
QuickBooks Online Accountant version |
Fraser Valley CGA Computer User Group at Clayton Hall 7 30 pm
https://www.cga-bc.org/events.aspx?id=2896&terms=computer%20user%20groups
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September to December 2012
| September 13, 2025 |
Master Quicken® Software: Overview |
If you missed this www.ipbc.ca webinar, the recording is available on this website!
Visit the Online Store at the top of this page and select Master Quicken Software from the drop down menu.
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| September 21, 2025 |
How bookkeepers can add value |
IPBC 1st Annual Conference www.ipbc.ca |
| September 22, 2025 |
Check your washing machine at the door |
IPBC 1st Annual Conference www.ipbc.ca |
| October 3, 4, 2012 |
Master QuickBooks® Software: Opening Balances & Adjusting Entries |
Visit the Online Store at the top of this page and select Master QuickBooks dropdown menu to purchase this video
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| October 13, 2025 |
Keeping Records: Do's and Don'ts |
BC Speech Language Pathologists & Audiologists Association Fall Conference, Executive Inn Richmond, BC |
| October 16, 2025 |
How to master QuickBooks® software |
Fraser Valley CGA Computer User Group Clayton Hall 18513 70th Ave Surrey BC contact Fred 604-534-2810
There is a series of webinars is for sale on this website at the Online Store at the top of this page!
The best pricing deal? Buy the bundle for $290 for a complete library of training materials for how to master QuickBooks and how to organize the paperflow.
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| October 20, 2025 |
Family Focus Conference
October 19-21, 2012 event held at Langley, BC at the Coast Hotel
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Co-hosts include Chilliwack Society for Community Living, Langley Association for Community Living, Family Focus Society and the Family Support Institute |
| November 14, 21, 28, 2012 |
Bookkeeping for Inventory: Master QuickBooks® Software |
www.IPBC.ca
Three hours total: Online workshops on three consequtive Wednesdays @ 11:30 am PST
The recorded webinar series from November 2012 is available for sale under the Online Store at the top of this page. Select MAster QuickBooks to find this series or click here to go directly to that page
/master_quickbooks_/InventoryParts.html
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| November 24, 2025 |
T2125 Self Employed Business or Profession: Compliance, Adjustment, Voluntary Disclosure and Fairness |
Surrey Langley North Delta CGA chapter @ Morgan Creek Golf Course 8:55am-12:30 pm (4 CPD hours)
If you keep records for self-employed people or you are self-employed, this topic is for you!
I've recorded a five part webinar series for IPBC recorded in February 2013. Visit the Online Store > Keeping Records to find the 5 part series for sale
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| December 6, 2025 |
What is so important about financial literacy? |
FLY: Financial Literacy for Youth Club at Britannia Secondary HS |
| December 19, 2025 |
Playing with Profile Software
www.profile.intuit.ca
V 2012.1.0 live Dec 13 2012
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Fraser Valley CGA Computer User Group Clayton Hall 18513 70th Ave Surrey BC contact Fred 604-534-2810 |
November 2011 to June 2012
| November 15, 2025 |
How students can become tax literate |
UBC TAX Assistance TACS Event |
| November 16, 2025 |
Profile Software: Best Practices |
Fraser Valley CGA Computer Users |
| November 22, 2025 |
Financial Literacy for Women |
SD University Women's Club |
| January 11, 2026 |
WP #1 Tools of the Trade |
IPBC online webinar series |
| January 18, 2026 |
WP #2 Lead Sheets & Mem Templates |
IPBC online webinar series |
| January 19, 2026 |
Financial Literacy:Across the Generations |
Ladner Library |
| January 25, 2026 |
WP #3 Behind the Sheets |
IPBC online webinar series |
| February 1, 2026 |
WP #4 Reconcile to Tax & Beyond |
IPBC online webinar series |
| February 8, 2026 |
WP #5 Tax in Mind: Designing Lists |
IPBC online webinar series
Note this 5 part series was recorded and you could start watching it today. Visit the Online Store at the top of this page and select the Master QuickBooks tab.
Look for the five part Working paper series recorded in March 2012. - and it's included in the Bundled Products found under the Online Store > Master QuickBooks and More
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| February 15, 2026 |
Financial Literacy:Across the Generations |
Tsawwassen Library |
| February 16, 2026 |
A Personal Tax Upgrade |
Vancouver CGA Computer Users |
| February 18, 2012 |
Stop! You support someone. Are you paying too much tax? |
Chilliwack Society for Community Living 604-792-7726 |
| February 27, 2026 |
The Perfect Set of Books |
Vancouver CGA Controllers Group |
| March 14, 2026 |
Bookkeeping for Transitions |
IPBC online webinar: national
This event was recorded and is for sale on this website. Visit the Online Store and select Master QuickBooks to find this item. It's also included in the bundle of products for $290 found under the tab Master QuickBooks and More
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| May 9, 2025 |
Communicating with CRA |
IPBC online webinar: national
This event was recorded and is for sale on this website. Visit the Online Store > Learn about Tax to find this item.
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| May 16, 2025 |
Soar with the Eagles. Boot your Procedure Manuals into the 'cloud'!
Collaborate to create a living document
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Fraser Valley CGA Computer User Group
You'll find several items in my shopping cart about creation of procedure manuals.
There's a video under Procedure Manuals and there's the Working Paper Series under the Master QuickBooks - both are drop down menus on the eCommerce tab.
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| May 17, 2025 |
Size doesn't matter
Managing client growth
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IPBC Vancouver Regional Meeting |
Schedule Appointment

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Please do NOT rely on or use the information on this website as a basis for a course of action without obtaining appropriate professional advice, in writing.
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